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LPL Financial
LPLA

Overview Fund Activity

320 hedge funds and large institutions have $5.51B invested in LPL Financial in 2019 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+45
Holders Change %
+16.36%
% of All Funds
6.94%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
72
Increased
119
Reduced
105
Closed
24
Calls
$94.4M
Puts
$7.68M
Net Calls
+$86.7M
Net Calls Change
+$91.7M

Top Buyers

1
AL
AJO LP
Pennsylvania
$87.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$180M
3
Deutsche Bank
Deutsche Bank
Germany
$49.5M
4
APG Asset Management
APG Asset Management
Netherlands
$91.6M
5
EAM
Eagle Asset Management
Florida
$36M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.48M
2
FCIM
Fairview Capital Investment Management
California
$103M
3
SCA
Southpoint Capital Advisors
New York
$153M
4
FPA
First Pacific Advisors
California
$204M
5
ACL
Azora Capital LP
Florida
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
126
Suntrust Banks
Georgia
$2.1M +$371K +5,322 +21%
CIBC Asset Management
127
CIBC Asset Management
Ontario, Canada
$2.04M -$453K -6,510 -18%
Envestnet Asset Management
128
Envestnet Asset Management
Illinois
$2.03M +$556K +7,986 +38%
N
129
Natixis
France
$2M +$410K +5,909 +26%
CIC
130
Chase Investment Counsel
Virginia
$1.99M +$1.35M +19,380 +209%
BF
131
BOK Financial
Oklahoma
$1.96M +$1M +14,379 +104%
T. Rowe Price Associates
132
T. Rowe Price Associates
Maryland
$1.95M +$198K +2,840 +11%
ZIM
133
Zacks Investment Management
Illinois
$1.95M +$475K +6,826 +32%
Grantham, Mayo, Van Otterloo & Co (GMO)
134
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.9M +$1.9M +27,300 New
NEI
135
Northwest & Ethical Investments
Ontario, Canada
$1.89M +$1.89M +27,164 New
OTPPB
136
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.89M +$162K +2,330 +9%
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$1.83M +$822K +11,796 +81%
IP
138
Interval Partners
New York
$1.78M -$1.46M -21,018 -45%
VI
139
Versor Investments
New York
$1.77M +$375K +5,391 +27%
SEC
140
Seven Eight Capital
New York
$1.76M +$1.76M +25,300 New
ARTA
141
A.R.T. Advisors
New York
$1.75M +$87.7K +1,259 +5%
ACM
142
AlphaCrest Capital Management
New York
$1.73M +$1.5M +21,473 +632%
EP
143
Elkfork Partners
Oregon
$1.71M -$1.86M -26,730 -52%
Mackenzie Financial
144
Mackenzie Financial
Ontario, Canada
$1.69M +$1.69M +24,294 New
Man Group
145
Man Group
United Kingdom
$1.66M -$1.87M -26,913 -53%
QT
146
Quantbot Technologies
New York
$1.66M +$1.66M +23,765 New
HI
147
HBK Investments
Texas
$1.65M +$1.03M +14,803 +165%
WAG
148
Winthrop Advisory Group
Massachusetts
$1.58M -$70.6K -1,000 -4%
QIM
149
Quantitative Investment Management
Virginia
$1.53M +$1.53M +21,900 New
Balyasny Asset Management
150
Balyasny Asset Management
Illinois
$1.48M -$106M -1,518,400 -99%
4 5
6
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